SOUND FINANCIAL STRATEGIES GROUP, LLC

116 One Madison Plaza
Suite1100
Madison, Mississippi 39110
Tel: 601-856-3825

About SOUND FINANCIAL STRATEGIES GROUP, LLC

SOUND FINANCIAL STRATEGIES GROUP, LLC, formally registered with the SEC as SOUND FINANCIAL STRATEGIES GROUP, LLC. The firm was established in 01/11/2017. They have over 1 offices throughout the country.

SOUND FINANCIAL STRATEGIES GROUP, LLC is a Madison, Mississippi based Financial Planning firm with nearly $184,491,963 assets under management, offering retirement planning & investment advisory services to 1284 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	286261
SEC#	801-108894
Assets Managed by Firm	$184,491,963
No. of Clients	1284
No. of Advisors	8

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	1284	$184,491,963
Individuals (other than high net worth individuals)	728	$163,651,708
High net worth individuals	16	$19,088,894
Corporations or other businesses	Fewer than 5 clients	$1,751,361

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